Morgan Stanley Portfolio holdings
Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.
Top Buys
| 1 | +$7.6B | |
| 2 | +$3.64B | |
| 3 | +$3.53B | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.34B |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$3.26B |
Top Sells
| 1 | +$1.34B | |
| 2 | +$1.12B | |
| 3 | +$1.09B | |
| 4 |
Automatic Data Processing
ADP
|
+$907M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$859M |
Sector Composition
| 1 | Technology | 21.11% |
| 2 | Financials | 10.06% |
| 3 | Healthcare | 7.56% |
| 4 | Consumer Discretionary | 7.49% |
| 5 | Communication Services | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
576
Church & Dwight Co
CHD
$22.7B
| $455M | 0.03% |
4,872,325
+958,705
|
|
||
577
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.46B
| $454M | 0.03% |
8,943,250
+272,541
|
|
||
578
Sumitomo Mitsui Financial
SMFG
$162B
| $453M | 0.03% |
22,958,371
+1,417,232
|
|
||
579
RPM International
RPM
$13.2B
| $450M | 0.03% |
4,526,368
-307,443
|
|
||
580
Equinor
EQNR
$80.9B
| $450M | 0.03% |
10,659,776
+1,408,843
|
|
||
581
Bio-Techne
TECH
$11.1B
| $446M | 0.03% |
8,532,873
+187,459
|
|
||
582
IQVIA
IQV
$34.9B
| $445M | 0.03% |
2,609,867
+31,874
|
|
||
583
Vanguard Mega Cap Value ETF
MGV
$13B
| $445M | 0.03% |
3,067,407
+87,462
|
|
||
|
FISV
584
Fiserv Inc
FISV
$27.5B
| $443M | 0.03% |
7,937,615
-3,944,236
|
|
||
585
Vanguard Financials ETF
VFH
$13.3B
| $443M | 0.03% |
3,665,584
+61,297
|
|
||
586
Brookfield
BN
$106B
| $438M | 0.03% |
10,834,867
-30,190
|
|
||
587
Sysco
SYY
$39.2B
| $434M | 0.03% |
6,084,731
+26,326
|
|
||
588
Moderna
MRNA
$30.4B
| $430M | 0.03% |
8,471,263
-399,453
|
|
||
589
Vanguard Health Care ETF
VHT
$18B
| $428M | 0.03% |
1,573,281
-41,772
|
|
||
590
State Street SPDR S&P Retail ETF
XRT
$542M
| $428M | 0.03% |
5,315,081
+3,485,833
|
|
||
591
Invesco S&P 500 Quality ETF
SPHQ
$19.9B
| $427M | 0.03% |
5,674,448
+63,784
|
|
||
592
Petrobras
PBR
$110B
| $426M | 0.03% |
20,519,121
+8,431,288
|
|
||
593
Wheaton Precious Metals
WPM
$50.2B
| $425M | 0.03% |
3,247,249
+570,778
|
|
||
594
AptarGroup
ATR
$7.94B
| $425M | 0.03% |
3,375,796
-674,000
|
|
||
595
Jack Henry & Associates
JKHY
$10.7B
| $424M | 0.03% |
2,683,848
+233,589
|
|
||
596
Carvana
CVNA
$48.1B
| $424M | 0.03% |
6,741,480
-891,105
|
|
||
597
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.5B
| $421M | 0.03% |
8,976,812
+1,978,957
|
|
||
598
Ball Corp
BALL
$16.2B
| $420M | 0.03% |
7,110,981
-244,253
|
|
||
599
iShares MSCI ACWI ex US ETF
ACWX
$11.6B
| $419M | 0.03% |
6,121,820
+785,134
|
|
||
600
Charter Communications
CHTR
$16.5B
| $419M | 0.03% |
1,939,463
+465,744
|
|